Plan A Wealth’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Plan A Wealth’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+1,292	New	+$175K	0.09%	180

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Plan A Wealth's XBI Position: Q2 2026 in Review

Plan A Wealth opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,292 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #180 among its holdings.

696 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Plan A Wealth held 1,292 shares of State Street SPDR S&P Biotech ETF worth $204K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Plan A Wealth position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.09% of Plan A Wealth's portfolio in Q2 2026, its #180 holding.
696 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.